china housing

We were at the Singapore Fintech Festival Nov 12-14, 2018. Turned out to be probably the largest fintech event in the world. Exhibitors mainly in payments and banking, compliance and security, blockchain but data and analytics ventures also quite well represented.

Here are the highlights from the 4th Annual ‘China Districts’ Report By Real Estate Foresight: — Jintang County in Chengdu, Xinzhou County in Wuhan, and Huangpu District in Guangzhou are the top picks — Analysis based on price and volume performance metrics across 170 districts in 20 major cities in China — In hindsight: predictions made a year ago have[…]

Robert Ciemniak, the Founder-CEO of Real Estate Foresight, was quoted in the Bloomberg article “China’s Rental Surge Is a Gordian Knot” about the rental housing market in China, in a story about the rising rents: China’s Rental Surge Is a Gordian Knot It’s hard to decree and investment boom while holding prices down […]

A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017, and the bottom-up need driven by affordability problems and changing mindsets have taken the rental housing market centre stage in the China property sector. Yet has anyone really figured out how to[…]

Robo-analysts in action on real estate research: China City Reports by Real Estate Foresight now cover 25+ major cities in China, with analytical views and charts on prices, volumes, inventory, land and a range of metrics from granular data. All powered by a mix of human and AI, with production fully automated. The automation systems[…]

In the Expert Series podcast by View from the Peak, Robert Ciemniak, the Founder-CEO of Real Estate Foresight talks about the three games shaping the dynamics of the China housing markets today: https://lnkd.in/fSSbN4h

How’s the sentiment on China in major Western media? Real Estate Foresight’s sentiment index (see the chart) shows clearly a deteriorating trend. Interestingly, the patterns of index movements in blue line below relate quite closely to the changes in the Shanghai Stock Exchange stock index – the red line. The index is based on the[…]

We have put a full set of samples of our ongoing research on China housing markets into an easy-to-read, quick-to-download format online. Access on request, for qualifying institutional players only – contact us directly.

On June 28 in Shanghai, Robert Ciemniak, the Founder-CEO of Real Estate Foresight, chaired the annual ‘PERE Investor Forum: Shanghai’, a gathering of 100 or so players in the private equity real estate sector focused on China. Quite a different market landscape from a year ago. Less outbound and more inbound interest, with much tighter[…]

China housing is not one market, but it is not 600 different markets either. There are some clear patterns in how some cities behave similarly in their direction of the house price growth, and some exhibit very unique behaviour. A finer understanding of these patterns can help investors better assess the risk in city selection strategies[…]